# Casesheet Repo

The **Casesheet Repository** in Unite EMR provides a centralized collection of predefined casesheet templates categorized by medical speciality. These templates help healthcare facilities locate, preview, and customize patient casesheets according to their needs. This feature is especially useful for facilities that do not have prebuilt templates, as it offers ready-to-use formats that can be tailored in the **Casesheet Setup** screen.

***

## Overview

The **Casesheet Repository** screen is organized into three main sections to simplify template selection and configuration.&#x20;

* The **Speciality panel**, located on the left, displays a list of all specialities along with the number of templates available for each. A search field is available to locate specific specialities. When a speciality checkbox is selected, all casesheets under that speciality appear in the **Casesheet Templates** panel.

  <figure><img src="/files/b36FzSYfMk8OlLZpspuA" alt=""><figcaption></figcaption></figure>
* The **Casesheet Templates panel**, in the middle, lists the templates mapped to the selected speciality. This panel includes a search field to find particular casesheets. Users can also enable the **Show Selected** checkbox to display only the templates that have been chosen.
* The **Template Preview panel**, located on the right, provides a detailed preview of the selected template, including its fields, layout, and structure. This panel includes a **Report Preview** toggle switch, allowing users to switch between the **Casesheet Preview** and **Report Preview**. The **USE TEMPLATE** option is available to import the selected template into the Casesheet Setup screen.

Together, these sections provide a streamlined workflow for importing, validating, and preparing casesheets for facility use.

***

### Steps to Import and Configure Casesheets from Repository

* Open the **Casesheet Setup** **(Home > Configurator > Casesheet Setup)** screen , and click the **Go to Casesheet Repo** button. This action opens the **CaseSheet Repository** screen in a new browser window.

  <figure><img src="/files/ZujlFFsM68afArl8lMWF" alt=""><figcaption></figcaption></figure>
* In the **CaseSheet Repository** screen, search for the appropriate speciality using the search field, or choose from the list available in the left-hand section. This action populates the list of templates mapped to the selected speciality in the **CaseSheet Templates** section.

  <figure><img src="/files/b1qzekcqCkjka7koK59M" alt=""><figcaption></figcaption></figure>
* In the **CaseSheet Templates** section, select the required templates, and then click the **USE TEMPLATE** button to add them to the **Casesheet Setup** screen.
* Return to **Casesheet Setup (Home > Configurator > Casesheet Setup)**. The imported templates appear with one of two tags on the Casesheet cards: **New** or **Pending**.

  <figure><img src="/files/qmkkaCpPTBLELc45T81o" alt=""><figcaption></figcaption></figure>

  * If tagged as **New**, the Casesheet has no errors and can be mapped. Modify the Casesheet if needed in the Casesheet Setup screen, and then map it using the **Casesheet Mapping** screen.
  * If tagged as **Pending**, the Casesheet contains errors. Open the Casesheet to view the error fields, which are highlighted with a red border. Correct the errors, customize the Casesheet if required, and then map it using the **Casesheet Mapping** screen.

***


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://unitecare.gitbook.io/uniteemr/master-modules/casesheet-setup/casesheet-repo.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
